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About

AXIO Advanced Projects is a packaged solution from Velosio for Dynamics 365 Finance that transforms your project ERP into a quote-to-cash powerhouse. This enhanced framework is available as a monthly subscription from Velosio to accelerate planning, reduce service costs and preserve the value of your investment over the entire solution lifecycle. Companies with AXIO Advanced Projects start their Dynamics 365 journey with a working financial and project accounting system on day one, so design efforts are focused entirely on elements that are truly unique to their business. Better adherence to industry best practices and workflow tested by hundreds of companies leads to higher employee adoption, faster onboarding, and a reduction in the total cost of ownership by 30% or more. Project-driven companies have unique needs that call for best practices in regulatory compliance, project accounting, and alignment with project management and delivery.

About

Planview ChangePoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. ChangePoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, ChangePoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Project-driven companies searching for a solution to manage their financial and project accounting operations

Audience

For professional services leaders, executive leaders, as well as project and resource managers responsible for successfully overseeing the entire quote-to-cash cycle - meaning anyone who needs to deliver, manage, and oversee each financially successful delivery services delivery engagements from a single integrated solution.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Velosio
Founded: 1984
United States
www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Company Information

Planview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/

Alternatives

Alternatives

Cora PPM

Cora PPM

Cora Systems
S2 Project Accounting

S2 Project Accounting

NRT Business Solutions
Nue

Nue

Nue.io
NetSuite SRP

NetSuite SRP

NetSuite

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

NetSuite
ADP Comprehensive Services
Binary Stream Healthcare Materials Management
Celigo
DocLink
EnNovate
Fastpath
Greenshades
Inogic Lead Assignment and Distribution Automation
KwikTag
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Office 2021
PayFabric
SAP ERP
SOFTRAX Revenue Management System
SalesPad
Sana Commerce Cloud
deFacto Power Planning

Integrations

NetSuite
ADP Comprehensive Services
Binary Stream Healthcare Materials Management
Celigo
DocLink
EnNovate
Fastpath
Greenshades
Inogic Lead Assignment and Distribution Automation
KwikTag
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Office 2021
PayFabric
SAP ERP
SOFTRAX Revenue Management System
SalesPad
Sana Commerce Cloud
deFacto Power Planning
Claim AXIO Advanced Projects and update features and information
Claim AXIO Advanced Projects and update features and information
Claim Planview ChangePoint and update features and information
Claim Planview ChangePoint and update features and information